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Beth Israel Lahey Health Credit Union Representative in Boston, Massachusetts

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives.

Job Type:

Regular

Scheduled Hours:

40

Work Shift:

Day (United States of America)

Job Summary: Provides a variety of paying and receiving functions for members in person, via phone, and through the mail, including processing deposits, withdrawals, loan payments, and cashiers' checks. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, and assisting members with bookkeeping and checking account problems. Answers members questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned side-jobs including various clerical and receptionist functions, and assists other Member Service Representatives with duties as required. Serves members promptly and professionally.

Job Description:

Essential Responsibilities:

  1. Greets and welcomes members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions.

  2. Maintains an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintains an up-to-date and comprehensive knowledge on all related policies, procedures, and rules and regulations, including robbery procedures.

  3. Performs all teller related duties; including deposits, withdrawals, loan payments, and inquiries. Also performs account openings. Reconciles teller work and prepares deposit for bank.

  4. Promotes, explains, issues and cross-sells other credit union services such as electronic services, and debit cards. Attends to all telephone inquiries and transaction requests from members.

  5. Receives loan and other payments and ensures accuracy when posting to the computer. Assists the Assistant Manager with member lending activity, including accepting applications, processing loan requests, and disbursing approved loans.

Required Qualifications:

  1. High School diploma or GED required.

  2. 1-3 years related work experience required.

  3. Basic familiarity with computers. Ability to navigate at a basic level within web-based applications.

Competencies:

  1. Decision Making: Ability to make decisions that are based on specific instructions, standard practices and established procedures which generally require little or no supervision.

  2. Problem Solving: Ability to address problems that are routine, somewhat repetitive and generally solved by following clear directions and procedures and by identifying opportunities for process improvements.

  3. Independence of Action: Ability to follow general instructions and procedures as provided. Work is monitored by supervisor/manager.

  4. Written Communications: Ability to read, and write in English in order to understand basic safety instructions and take direction from supervisors; communicate effectively with patients, families and other medical center staff; and respond to basic questions.

  5. Oral Communications: Ability to understand spoken English in order to follow basic safety instructions and take direction from supervisors; communicate effectively in basic English with patients, families and medical center staff in response to routine questions.

  6. Knowledge: Ability to demonstrate basic knowledge of fundamental concepts, practices and procedures with the ability to use them in routine situations. Specialized knowledge not required.

  7. Team Work: Ability to interact respectfully with other employees, professional staff and/or external contacts to offer ideas, identify issues, obtain information or deliver services.

  8. Customer Service: Ability to demonstrate a positive attitude and respond to requests in a timely and respectful manner.

Physical Nature of the Job:

Sedentary work: Exerting up to 10 pounds of force occasionally in carrying, lifting, pushing, pulling objects. Sitting most of the time, with walking and standing required only occasionally

FLSA Status:

Non-Exempt

As a health care organization, we have a responsibility to do everything in our power to care for and protect our patients, our colleagues and our communities. Beth Israel Lahey Health requires that all staff be vaccinated against influenza (flu) and COVID-19 as a condition of employment. Learn more (https://www.bilh.org/newsroom/bilh-to-require-covid-19-influenza-vaccines-for-all-clinicians-staff-by-oct-31) about this requirement.

More than 35,000 people working together. Nurses, doctors, technicians, therapists, researchers, teachers and more, making a difference in patients' lives. Your skill and compassion can make us even stronger.

Equal Opportunity Employer/Veterans/Disabled

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